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jim_barker
jim_barker
Contributor ⭐️⭐️
May 20, 2020
Discovery

[Enhancement] Abilty to force a Success Plan Name Schema when creating new success plans

Related products:CS Success Plans & Customer Goals
  • May 20, 2020
  • 3 replies
  • 146 views

It would be helpful to provide functionality when a Success Plan is created you could format the name oin a semi-automate fashion...such as:

Success Plan Type “Get to Green” 

Date is 2020-05-20

The Success Plan Name could fill with:

 

Abatement May 20, 2020 

 

That the user could then add a suffix to.  Don’t forced this to all (PLEASE), but make it a possibility.

    3 replies

    aditya_marla
    aditya_marla
    Helper ⭐️⭐️⭐️
    June 6, 2020

    Hi Jim,

    Thanks for sharing this. Are the success plans created manually? Is it possible to automatically create the success plan based on some conditions (eg. create a plan when usage of an account drops?)

    Also, is the main reason for the nomenclature the need to report on it later on? 

    Regards

      sai_ram
      sai_ram
      Expert ⭐️⭐️
      June 25, 2020

      @jim_barker we need your inputs here.

      jim_barker
      jim_barkerAuthor
      Contributor ⭐️⭐️
      July 1, 2020

      This request was 100% about manually creating Success Plans, we understand you can parameterize this in a rule...just looking for a way to do this with manual creation.

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